Vernon W. Holleman

Vernon W. Holleman is the President of The Holleman Companies. He joined the firm in 1994. The firm is a member firm of M Financial Group, the nation's most successful insurance buying consortium. He is published with regularity in both industry (e.g. National Underwriting) and trade magazines and often speaks on the subject and importance of succession planning. He served as President of the District of Columbia Association of Insurance and Financial Advisors (DCAIFA) from 2003-2004 and is a member of the DC Estate Planning Council. Vernon hosts a series of Podcast interviews with business owners, e.g. Austin and Knight Kiplinger, on the topic of succession planning called the Holleman Business Succession Forum, which can be found on the firm's website (hollemanco.com) or through iTunes.

Vernon is a 1989 graduate of St. Albans School in Washington, D.C., and a 1993 graduate of the University of Denver where he received a B.A. in both Political Science and Public Policy. He is the Immediate Past President of the Downtown D.C. Kiwanis Club and served on the Board of Aidan Montessori School and the MedStar Research Institute Board, the research center of MedStar Health. He is Chair of the Planned Giving Committee (PGC) of The Washington National Cathedral and serves on the PGC at both National Cathedral School and St. Albans School, where he also serves on the Development Committee. He is also a Trustee of the Federal City Council and on its Executive Committee.

By clicking below, I acknowledge and agree to Penton's Terms of Service
and to Penton's use of my contact information to communicate with me about Penton's or its third-party
partners' products, services, events and research opportunities. Penton's use of the information I
provide will be consistent with Penton's Privacy Policy.

I acknowledge and agree to Penton's Terms of Service and to Penton's
use of my contact information to communicate with me about offerings by
Penton, its brands, affiliates and/or third-party partners, consistent
with Penton's Privacy Policy.*

Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More

The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More

Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More